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    More On SWESSFIDITYR…


    SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

    14.64 Down 0.05(0.34%) May 28

    Performance Overview as of Apr 29, 2015Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:6.35%
    5-Year Average Return:N/A
    Number of Years Up:3
    Number of Years Down:1
    Best 1 Yr Total Return (2013-12-31):18.76%
    Worst 1 Yr Total Return (2011-12-31):-2.83%
    Best 3-Yr Total Return (N/A):11.62%
    Worst 3-Yr Total Return (N/A):7.27%
    Load Adjusted Returns 
    1-Year:11.87%
    3-Year:12.78%
    5-Year:N/A
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWESSFIDITYR.TOCategoryDiffIndex*Diff
    Year To Date6.35N/AN/AN/AN/A
    1-Month-3.07N/AN/AN/AN/A
    3-Month-2.06N/AN/AN/AN/A
    1-Year11.87N/AN/AN/AN/A
    3-Year12.78N/AN/AN/AN/A
    5-YearN/AN/AN/AN/AN/A
    Last Bull Market ( to )N/AN/AN/AN/AN/A
    Last Bear Market ( to )N/AN/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSWESSFIDITYR.TOCategoryDiff
    2015N/AN/AN/A
    2014
     
    9.49N/AN/A
    2013
     
    18.76N/AN/A
    2012
     
    6.96N/AN/A
    2011
     
    -2.83N/AN/A
    2010N/AN/AN/A
    Past Quarterly Returns (%) for SWESSFIDITYR.TO 
    Q1Q2Q3Q4
    20159.72N/AN/AN/A
    20144.75-0.701.423.80
    20136.412.471.966.82
    20124.05-0.100.502.39
    2011-1.01-0.51-1.740.42
    2010-1.00N/AN/AN/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date18N/A
    1-Month90N/A
    3-Month98N/A
    6-Month14N/A
    1-Year21N/A
    3-Year20N/A
    5-YearN/A